Core Insights - The transformation of traditional industries through digitalization and intelligent manufacturing is essential for maintaining production stability and enhancing competitiveness in the manufacturing sector [1][2][3] Group 1: Digital Transformation in Manufacturing - The era of relying solely on physical labor for oil extraction has ended, with a shift towards digital equipment and technology to ensure stable production [1] - The manufacturing industry is accelerating its upgrade towards high-end, intelligent, and green production, utilizing technologies such as smart factories and industrial internet [1][2] - The Third National Craftsman Innovation Exchange Conference showcased advanced technologies, including AI and digital tools, highlighting the achievements of "Made in China" and the spirit of craftsmanship [1] Group 2: The Role of Craftsmen - Embracing new technologies and opening new avenues is crucial, with the integration of craftsmanship and intelligent manufacturing leading to enhanced productivity [2] - The development of skilled craftsmen is vital for the manufacturing sector, emphasizing the importance of continuous learning and innovation to adapt to new technologies [2][3] - The need for a skilled workforce is increasing, with a focus on cultivating high-skilled talents to support industrial upgrades and meet market demands [3] Group 3: Policy and Support for Craftsmen - Building a strong foundation for cultivating craftsmen requires comprehensive support, including improving skill formation systems and ensuring labor rights [3] - Initiatives such as training camps for craftsmen and research projects in key technology areas are being implemented to enhance skill development [3] - The synergy between policy support, industry demand, and talent growth is essential for maximizing the benefits of skilled craftsmanship in the manufacturing sector [3]

Core Viewpoint - Dingjie Digital's stock increased by 5.05% to 52.65 CNY per share, with a trading volume of 5.22 billion CNY and a market capitalization of 14.289 billion CNY as of September 25 [1] Group 1: Company Overview - Dingjie Digital Co., Ltd. is located at 22nd Floor, Green Central Plaza, 1377 Jiangchang Road, Jing'an District, Shanghai, established on December 26, 2001, and listed on January 27, 2014 [1] - The company specializes in providing digital transformation, intelligent manufacturing, and industrial internet solutions for manufacturing, circulation industries, and small and micro enterprises [1] - The revenue composition of Dingjie Digital includes: 47.89% from digital technology services, 28.11% from self-developed digital software products, and 23.99% from integrated software and hardware solutions [1] Group 2: Fund Holdings - In terms of fund holdings, one fund under Invesco Great Wall has a significant position in Dingjie Digital [2] - The Invesco Great Wall Junfa Balanced Pension Three-Year Holding Mixed FOF (015317) held 1,800 shares in the second quarter, unchanged from the previous period, accounting for 0.59% of the fund's net value, ranking as the seventh largest holding [2] - The fund has a total scale of 11.2579 million CNY and has achieved a return of 22.17% year-to-date, ranking 272 out of 1,047 in its category [2]

Core Insights - The article emphasizes the transformation of Chinese manufacturing towards high-end, innovative products, showcasing the collaboration between Jianghuai Automobile and Huawei in producing the luxury electric vehicle, the ZunJie S800, which is priced over 1 million yuan [1][3]. Group 1: Manufacturing Innovations - The ZunJie S800 super factory in Hefei has invested over 10 billion yuan, providing crucial support for Chinese brands in the ultra-luxury electric vehicle sector [3]. - The factory utilizes Huawei's digital technology to create a digital twin factory, collecting 300,000 data points per second to monitor production processes in real-time [3][4]. - Over 1,800 intelligent robots are employed in the factory to fully automate and digitize the production processes, including stamping, welding, painting, and assembly [3][5]. Group 2: Global Market Integration - Chinese manufacturing is increasingly integrated into global supply chains, with foreign companies leveraging China's manufacturing capabilities through joint ventures and collaborations [7][9]. - The global demand for Chinese-made products is evident, with companies like Efort Robotics providing integrated solutions for international automotive manufacturers, indicating a growing preference for Chinese innovation [7][9]. - The advanced manufacturing sector is becoming a focal point for foreign investment in China, with high-tech manufacturing attracting significant foreign capital [9][11]. Group 3: Technological Advancements - The use of digital platforms, such as the Digital Process Platform (DPP), enhances the efficiency of transforming R&D outcomes into market-ready products by ensuring data interoperability [4][5]. - The concept of "smart manufacturing" is highlighted as a core competitive advantage for companies like Guoxuan High-Tech, which employs a tri-dimensional collaborative model of process innovation, data-driven approaches, and intelligent management [5][7]. - The establishment of "lighthouse factories" in China, recognized for their advanced manufacturing capabilities, underscores the country's growing reputation in global manufacturing [5][9]. Group 4: International Collaboration - The article notes that international companies are increasingly interested in collaborating with Chinese firms in emerging industries such as smart manufacturing, biomedicine, and electric vehicles [11][12]. - The presence of over 80 "lighthouse factories" in China out of 201 globally recognized factories indicates the country's leadership in advanced manufacturing [5][9]. - The ongoing dialogue between Chinese and European businesses highlights the importance of innovation as a key driver for foreign investment in China [12][17].

Core Insights - The 2025 China-Central and Eastern Europe (CEE) Countries Industry-Academia-Research Cooperation Conference focused on smart manufacturing and was successfully held in Nanjing, showcasing the innovative elements of Zhenjiang [1][2] - Zhenjiang technology companies actively participated, sharing international cooperation cases and specific collaboration needs, which generated significant interest among attendees [1] Group 1: Event Overview - The event was organized by the Zhenjiang Municipal Science and Technology Bureau, attracting over 60 guests, including experts from Bosnia, Hungary, Serbia, and North Macedonia, as well as representatives from local universities and enterprises [1] - Four local technology companies from Zhenjiang presented their successful international cooperation experiences and highlighted collaboration needs that reflect the characteristics of Zhenjiang's industry [1] Group 2: Key Collaborations - Zhenjiang Liu Heng Ji Food Co., Ltd. partnered with Jiangsu University and the University of Banja Luka in Bosnia to enhance traditional brewing techniques and integrate them into the CEE agricultural technology system [2] - Jiangsu University has established cooperative relationships with universities in 12 CEE countries and signed memorandums with 16 CEE institutions, focusing on building smart agriculture laboratories [2] - During the event, 10 technology transfer centers were awarded "cooperation partner" status, indicating a growing network of collaboration between Chinese and CEE institutions [2]

Core Viewpoint - The article emphasizes the importance of pursuing excellence and innovation in the manufacturing industry, highlighting the role of skilled workers and the integration of new technologies to drive high-quality development [1][2][3]. Group 1: Industry Transformation - The manufacturing industry is accelerating its upgrade towards high-end, intelligent, and green production, with technologies like smart factories, industrial internet, and digital twin shaping new advantages for "Chinese manufacturing" [1]. - The integration of advanced technologies, such as AI and digital tools, is transforming traditional manufacturing processes, showcasing the achievements of "great power manufacturing" [1][2]. Group 2: Role of Skilled Workers - The demand for high-skilled talent is increasing, with a focus on cultivating a workforce that is knowledgeable, skilled, and innovative, as emphasized by President Xi Jinping [3]. - The article highlights the journey of skilled workers who are adapting to new technologies, such as data analysis and robotics, to enhance production efficiency and quality [2][3]. Group 3: Support and Development - There is a need for a robust support system to cultivate skilled workers, including improving skill formation systems, career development pathways, and protecting labor rights [3]. - Initiatives like training camps for skilled workers and research projects in key technology areas are essential for fostering talent and ensuring effective conversion of technological achievements into manufacturing processes [3].

Group 1: Automation Solutions in Aerospace - KUKA China launched multi-scenario automation solutions targeting the aerospace industry, addressing production efficiency, capacity bottlenecks, and quality consistency challenges [1] - The solutions include a high-precision assembly system integrating CoboManip robotic arms, sealing systems, and quality inspection modules, achieving full automation from component handling to fuselage assembly with a positioning accuracy of 0.05mm and a payload capacity of 125kg [1] - The omniMove omnidirectional mobile platform, capable of carrying up to 90 tons, enhances space utilization and operational efficiency in the transportation of large aerospace components [1] Group 2: Automotive Industry Automation - KUKA has developed a flexible manufacturing system covering all process segments for the automotive industry, addressing the need for high load and inertia in integrated die-casting parts and battery packs [2] - The automotive automation solutions incorporate advanced technologies such as ServoGun spot welding, BestFit door installation, and AI-driven modules for collision avoidance and adaptive installation, ensuring high stability and adaptability [2] - KUKA provides end-to-end solutions for new energy vehicles, including lithium-ion and hydrogen fuel cell production processes, with robots known for high precision and stability [2] Group 3: Healthcare and Education Solutions - KUKA, through its subsidiary Swisslog Healthcare, offers smart healthcare solutions that cover drug development, laboratory testing, factory production, and hospital logistics, with applications in over 850 hospitals globally [3] - The healthcare logistics system includes automated material management solutions such as track-based transport and pharmacy automation, enhancing efficiency in hospital operations [3] - KUKA Education focuses on integrating industry and education, creating a new ecosystem for vocational training with German original textbooks and a certification system to empower students from learning to employment [3]

海得工业交换机采用工业级设计，符合工业现场的苛刻环境要求，如环境温 度、电池干扰、现场振动以及通讯协议和实时通信要求，该产品具备强大的兼容 性和稳定性，可确保在机器人设备满足各类工业生产关键实时系统的严苛要求， 助力企业实现智能制造转型；海得第二代PLC（EControl Studio）用Linux + RT 实时操作系统，兼具Linux开源性与实时性优势，可显著提升控制精度与响应速 度，在电子半导体、水处理泵站、交通隧道、管廊、制药等相关行业具有广阔的 发展前景；工业AI控制器的AI功能开发将深度整合神经网络运行时与机器学习 框架，重点突破传统工业控制器在复杂工况下的策略控制和预测性维护的技术课 题。 证券简称：海得控制 证券代码：002184 2025 年 9 月 24 日投资者关系活动记录表 编号：2025-007 | | ■特定对象调研 □分析师会议 | | | | --- | --- | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | | 类别 | □新闻发布会 □路演活动 | | | | | □现场参观 □其他 | | | | 参与单位名称 及人员姓名 | 平 ...

Core Insights - Aitu, a brand under Jack Technology, aims to revolutionize the garment manufacturing industry through AI integration, breaking the long-standing dominance of German and Japanese companies in high-end garment manufacturing equipment [1][3] - The brand's innovative AI technology has garnered international recognition, marking a shift for Chinese enterprises from "catching up" to "leading" in this niche [3][4] Technology and Innovation - Aitu has invested over 100 million yuan in R&D, assembling a team of over 300 top global AI experts and collaborating with prestigious universities to create a robust AI-driven product technology system [3][4] - The introduction of the Ai10 device is expected to enhance machine adjustment efficiency by 80%, reduce technician training time by 60%, and improve individual worker productivity by 8% to 15% [4][5] Market Positioning and Strategy - Aitu's brand name pays homage to Alan Turing, with a mission focused on empowering industry value through intelligent manufacturing [5] - The design of Aitu's products addresses dual needs of cost reduction and talent retention, which is crucial for maintaining production efficiency and quality [5][6] Commercialization and Market Penetration - Aitu has established partnerships with leading garment companies and solidified its global supply chain and sales channels, leveraging Jack Technology's existing market presence in over 150 countries [6] - The simultaneous launch of the S90 PRO by Jack Technology complements Aitu's offerings, creating a comprehensive "AI sewing + intelligent cutting" product ecosystem [6]

Core Insights - The 25th China International Industry Fair is being held in Shanghai from September 23 to 27, showcasing advancements in Chinese manufacturing and providing a platform for international industrial collaboration [1][4] - China's total industrial added value is projected to reach 40.5 trillion yuan in 2024, with manufacturing added value at 33.6 trillion yuan, representing nearly 30% of the global manufacturing value [1] Group 1: Industry Developments - The fair features over 3,000 exhibitors from 28 countries and regions, with a significant focus on robotics and artificial intelligence technologies [4] - The intelligent machine tool developed by Shanghai Jiao Tong University’s team aims to automate the process of converting designs into operational paths, significantly reducing reliance on skilled technicians [1][2] Group 2: Technological Innovations - The intelligent machine tool can autonomously determine the most efficient and precise path for tasks, such as removing specific parts of a component without affecting others [2] - The technology has been validated in high-difficulty fields like aerospace engine manufacturing, demonstrating effective processing of critical components [2] Group 3: Company Highlights - Jiajia Intelligent Technology, a notable company in the robotics sector, showcases a production line where robots autonomously assemble precision components, enhancing manufacturing efficiency [4] - Jiajia's products are already integrated into production lines of global companies like Toyota and Schneider Electric, indicating strong market presence and technological capability [4]

Core Viewpoint - The third National Skills Competition held in Zhengzhou, Henan, showcased the transformation of China's industrial structure, emphasizing the integration of traditional skills with digital technology, and highlighted the region's role in advancing skilled talent development [3][4][9]. Event Overview - The competition took place from September 19 to 23, attracting 3,420 participants from 35 delegations across the country [1][3]. - The event featured 106 competition items, with over 50% focused on advanced manufacturing and cutting-edge technologies such as artificial intelligence and industrial internet [3][4]. Industry Transformation - The competition's structure reflects a shift from traditional manufacturing to intelligent manufacturing, indicating a deep integration of digital technology into vocational skills [4][5]. - New competition categories, including those related to rural revitalization and social services, demonstrate a diversification in skill development [3][5]. Talent and Education - The average age of participants was 24, with a significant representation of highly educated individuals: 13 PhDs, 286 Master's, and 843 Bachelor's degree holders, accounting for 33% of the competitors [5][9]. - The event highlighted the growing demand for skilled talent in emerging industries, with a focus on integrating education and practical skills [9][10]. Regional Economic Impact - The National Skills Competition is expected to have a positive impact on the economic development of Zhengzhou and the broader Henan region, fostering a symbiotic relationship between skills development and industrial growth [9][10]. - Zhengzhou aims to become an "international innovation talent center" and has attracted nearly 110,000 young talents, with a total skilled workforce of 136,000 [9][10]. Industry Clusters - Zhengzhou has developed significant industrial clusters, particularly in advanced manufacturing, with major companies like BYD and Foxconn establishing operations in the region [7][9]. - The presence of these companies creates substantial demand for skilled labor, further enhancing the region's attractiveness for talent [7][9].